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Search ResultsShowing 1 - 10 of 66 results for "MLC Wealth"
Colonial First State names executive chair
JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
Colonial First State has elected the former chair of MLC Wealth as executive chair of the company that will be established on completion of its sale to KKR. Former MLC Wealth and current Generation Development Group chair Rob Coombe has been named as ...
Dealer group GM exits
JAMIE WILLIAMSON  |  THURSDAY, 18 MAR 2021
... advice makes a difference, he added. Kriss' departure comes as part of the IOOF's wider restructure, making way for MLC Wealth and its associated licensees.
IOOF firms abandon ship
ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... high level of standards & processes that we strive to maintain." IOOF announced its plans in August to acquire 100% of MLC Wealth comprising its financial advice, platforms, and asset management business for $1.44 billion. Following the announcement ...
FSC appoints new board member
ELIZABETH MCARTHUR  |  MONDAY, 1 FEB 2021
The Financial Services Council (FSC) has appointed MLC Wealth acting managing director Andrew Morgan to its board. Morgan joined MLC Wealth in 2019 as chief corporate services officer before becoming acting managing director in November 2020, after ...
CountPlus firm completes tuck in acquisition
ANNABELLE DICKSON  |  MONDAY, 21 DEC 2020
... has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from the MLC Wealth dealer group in November. Further to this, CountPlus flagged that it will continue tuck-in acquisitions and reported $27 million ...
FS team picks: The top stories for 2020
ELIZABETH MCARTHUR, KANIKA SOOD  |  THURSDAY, 17 DEC 2020
... acquires platform The news that's sure to impact how the industry operates for years to come was IOOF snapping up MLC Wealth. Financial Standard revealed IOOF had consolidated the leadership of its various dealer groups. MS sufferer fights CommInsure ...
Godfrey Pembroke firm jumps ship
ANNABELLE DICKSON  |  WEDNESDAY, 16 DEC 2020
A second advice practice has left the MLC Wealth dealer group ahead of the merger with IOOF. Venture Financial Advisers has joined Count Financial as a member firm, following Ascent Private Wealth's transition to CountPlus from Godfrey Pembroke in November. ...
ACCC gives IOOF go ahead
ANNABELLE DICKSON  |  TUESDAY, 15 DEC 2020
The Australian Competition and Consumer Commission (ACCC) has given its blessing for IOOF to acquire MLC Wealth as the combined firm will face competition in all aspects of wealth management. The consumer watchdog said it does not oppose IOOF's $1.4 ...
IOOF ups costs for self-employed advisers
ELIZA BAVIN  |  TUESDAY, 1 DEC 2020
... self-employed to everybody having their own licence and we would become a service business." IOOF's recent acquisition of MLC Wealth will sit within the professional owned and operated segment of the business along with Shadforth and Bridges. "This will ...
Dealer group chief executive departs
ELIZABETH MCARTHUR  |  TUESDAY, 24 NOV 2020
The chief executive of an IOOF dealer group has departed as part of the group's restructure after it acquired MLC Wealth. Geoff Kellett has departed Financial Services Partners after two years as chief executive, with IOOF moving towards shuttering ...
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